> For the complete documentation index, see [llms.txt](https://help.stackdx.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.stackdx.com/projects/company-owned-projects/create-and-manage-projects/add-modify-external-access-settings.md).

# Add/Modify External Access Settings

The 'External Access' tab in a project will contain all the external companies the project has been shared with and their company settings. Users can add/edit external companies, invite external contacts and adjust the company settings and doc access. 

### Share Project with External Company

Users have the ability to share their projects with external companies allowing them to exchange land or asset documents. External companies can be added to the project via the 'External Access' tab in the project.

<div align="left"><figure><img src="https://3514207084-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FClAjQMgk4tfbLAMWKVCZ%2Fuploads%2FG75flnEFoXhD5oGyxE9V%2Fimage.png?alt=media&amp;token=9fe2603e-a9a3-439a-b931-0d456ed10894" alt=""><figcaption></figcaption></figure></div>

The 'External Access' tab will be enabled for any project types that can be shared with other companies (ie. Vendor, Partner or VDR). From this tab users can share the project with other companies via the **+Grant Access** option and control the land/asset documents availability by setting the Doc Access (ie. None, Selected Folders/Docs Only or All).

{% hint style="info" %}
Note: The Doc Access (ie. None, Selected Folders/Docs Only or All) chosen will be applied to ALL of the companies listed in the 'External Access' tab.&#x20;
{% endhint %}

All of the companies that the project is currently shared with will be listed on the External Access Grid with their corresponding settings including External Access Type (ie. Contacts Only or All Users), Land & Asset Document view/upload/download permissions and any expiry dates applied.

<details open>

<summary>Share project with a company</summary>

{% hint style="info" %}
Note: Users with any Admin role (Land, Wells/Locations or Facilities/Pipelines) will have the ability to share a project with another company.
{% endhint %}

1. Navigate to 'External Access' tab in project
2. Click **+Grant Access**

<figure><img src="https://3514207084-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FClAjQMgk4tfbLAMWKVCZ%2Fuploads%2FEexLoNBTLNlwEBNkoAHf%2Fimage.png?alt=media&amp;token=fec02c7d-47cb-4278-9250-486439523ebe" alt=""><figcaption></figcaption></figure>

3. Enter & Select a Company in Receiver field

<div align="left"><figure><img src="https://3514207084-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FClAjQMgk4tfbLAMWKVCZ%2Fuploads%2F2qZ215Chv2AQI2QqvvTY%2Fimage.png?alt=media&amp;token=64286629-3327-4de4-9373-7989fbfd9197" alt=""><figcaption></figcaption></figure></div>

{% hint style="info" %}
Note: If the company does not exist they may be needed to be added by a StackDX Admin before you are able to share the project with the company. Alternatively, you could invite the person the project using the StackDX Guest Account by clicking the link below:&#x20;

![](https://3514207084-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FClAjQMgk4tfbLAMWKVCZ%2Fuploads%2FS7TmgYaFD9MUgYC0nZdc%2Fimage.png?alt=media\&token=0c8aa678-1e76-4ced-8aef-7b19aa8fee52)

Contact <hello@stackdx.com> to inquire about adding a company to StackDX.
{% endhint %}

4. Set company setting (External Access Type, Land & Asset Document view/upload/download permissions and expiry dates)

<figure><img src="https://3514207084-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FClAjQMgk4tfbLAMWKVCZ%2Fuploads%2FswUQEansk34vmpgOL1md%2Fimage.png?alt=media&amp;token=51943b84-e069-4a23-a2a3-98492c7f6a41" alt=""><figcaption></figcaption></figure>

5. Click **Save**

The company will then be listed under the 'External Access' tab for the project.

</details>

### Edit External Access Settings

Users can edit the External Company Settings after they have been added to the project including  the External Access Type (All Users or Contacts Only), Land & Asset Document view/upload/download permissions and expiry dates.&#x20;

<details open>

<summary>Edit External Company Settings </summary>

1. Navigate to 'External Access' tab in project
2. Click dropdown next to external company
3. Click **Edit**

<figure><img src="https://3514207084-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FClAjQMgk4tfbLAMWKVCZ%2Fuploads%2F1r1JzqMHZoDTCQjuGPb9%2Fimage.png?alt=media&amp;token=8054ad23-db7d-4c41-ac69-6ba35e9db886" alt=""><figcaption></figcaption></figure>

4. Modify company settings (External Access Type, Land & Asset Document view/upload/download permissions and expiry dates)

<figure><img src="https://3514207084-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FClAjQMgk4tfbLAMWKVCZ%2Fuploads%2F76IFHHbuGlukZHWxj8Xj%2Fimage.png?alt=media&amp;token=76ec52e2-9453-47df-9ac6-f65837a6d0cd" alt=""><figcaption></figcaption></figure>

5. Click **Save**

</details>

### Doc Access Settings

The Doc Access settings (None, All or Selected Documents/Folders) can be chosen from within the External Company Settings or the **Edit Doc Access** option in the 'External Access' tab.&#x20;

{% hint style="info" %}
Note: The Doc Access (ie. None, Selected Folders/Docs Only or All) chosen will be applied to ALL of the companies listed in the 'External Access' tab.&#x20;
{% endhint %}

<figure><img src="https://3514207084-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FClAjQMgk4tfbLAMWKVCZ%2Fuploads%2FwA6QrH1ugvn1iaK6IZFM%2Fimage.png?alt=media&amp;token=fb6568ba-8255-49cd-a47d-58a15eed324c" alt=""><figcaption><p>Edit Doc Access Settings from External Company settings</p></figcaption></figure>

<figure><img src="https://3514207084-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FClAjQMgk4tfbLAMWKVCZ%2Fuploads%2F58ASDs5xZdp4XyFvfGlu%2Fimage.png?alt=media&amp;token=7f7cf183-be09-4f15-878d-0cbc032d705b" alt=""><figcaption><p>Edit Doc Access Settings from 'Edit Doc Access' option</p></figcaption></figure>

See Add/Share Documents to Projects section for more details.

### Add External Contacts to Projects

When the external company's 'External Access Type' setting is set to 'Contacts Only', only selected external contacts will be allowed to view the project. In these cases external contacts will have to be invited to the project via the **Create Invite** option in the 'External Access' tab. All internal and external contacts will be listed under the 'Contacts' tab for the project.

<figure><img src="https://3514207084-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FClAjQMgk4tfbLAMWKVCZ%2Fuploads%2FWz0IXaqUyqbAhdPnBpVy%2Fimage.png?alt=media&amp;token=77a6bad0-9cfb-4791-99ad-b46bf0f691ea" alt=""><figcaption></figcaption></figure>

See [Add/Modify Contacts](/projects/company-owned-projects/create-and-manage-projects/add-modify-contacts.md) section for more details.

<details open>

<summary>Add External Contact to a Project</summary>

1. Navigate to 'External Access' tab in project
2. Click dropdown next to external company
3. Click **Create Invite**

<figure><img src="https://3514207084-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FClAjQMgk4tfbLAMWKVCZ%2Fuploads%2F7HzgV2SChcx6aAZCEOeM%2Fimage.png?alt=media&amp;token=c1e070b4-4cfb-4fd3-a5ec-866979ef3ceb" alt=""><figcaption></figcaption></figure>

4. Enter Contact Name and Email

<div align="left"><figure><img src="https://3514207084-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FClAjQMgk4tfbLAMWKVCZ%2Fuploads%2FYlRvOqKmuTkK64o25kGb%2Fimage.png?alt=media&amp;token=7e59997e-7cfe-4827-83d4-9d2dea3129a0" alt="" width="563"><figcaption></figcaption></figure></div>

5. Click **Save**

{% hint style="info" %}
Note: The project invite will expire 7 days after they are created. If you require the invite to be renewed contact <hello@stackdx.com>.
{% endhint %}

The user will receive an email invite to the project. They will either have to log into their existing account or create an account with the company and then accept the project invite.&#x20;

After the project invite is accepted the user will then be listed under the 'Contacts' tab for the project.

<figure><img src="https://3514207084-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FClAjQMgk4tfbLAMWKVCZ%2Fuploads%2FeeCzSrJyqrTMZjajI9m8%2Fimage.png?alt=media&amp;token=1d22fd4c-a70d-41af-8b2e-adaa742ba294" alt=""><figcaption></figcaption></figure>

</details>

{% hint style="info" %}
Note: Internal & External Contacts can only be invited to a project by Project Owner or user with Admin role. See User Roles section for more details.
{% endhint %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.stackdx.com/projects/company-owned-projects/create-and-manage-projects/add-modify-external-access-settings.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.